LEGAL
Privacy Policy
Last updated: March 13, 2026
Benji ("we", "us", or "our") operates the benji.biz website and the Benji mortgage CRM platform (the "Service"). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Service.
1. Information We Collect
Information You Provide
- Account registration details (name, email, phone number, NMLS ID)
- Client and borrower data you enter into the platform (names, contact information, loan details)
- Messages, documents, and notes you create within the platform
- Payment information when subscribing to paid plans (processed by our payment provider)
Information Collected Automatically
- Usage data (pages visited, features used, session duration)
- Device and browser information (IP address, browser type, operating system)
- Cookies and similar tracking technologies for authentication and analytics
Information from Third Parties
- Data synced from integrated services (e.g., Arive LOS loan data via Zapier)
- Lead data received through incoming webhooks from your connected tools
2. How We Use Your Information
- Provide, maintain, and improve the Benji platform
- Process your transactions and manage your account
- Send AI-powered SMS messages on your behalf to your clients
- Sync loan data between Benji and your Loan Origination System
- Generate analytics and reports about your pipeline performance
- Send you service-related notifications and updates
- Respond to your support requests
- Detect, prevent, and address security issues
3. Data Sharing and Disclosure
We do not sell your personal information or your clients' data. We may share information in the following limited circumstances:
- Service Providers: With trusted third-party vendors who assist in operating our platform (hosting, payment processing, email delivery, SMS services) under strict data protection agreements.
- Your Integrations: When you configure outgoing webhooks or integrations, data is sent to endpoints you specify and control.
- Legal Requirements: When required by law, regulation, or legal process.
- Business Transfers: In connection with a merger, acquisition, or sale of assets, with notice to affected users.
4. Data Security
We implement industry-standard security measures to protect your data:
- Encryption in transit (TLS 1.2+) and at rest (AES-256)
- Secure API authentication with Bearer tokens and HMAC signature verification
- Regular security assessments and monitoring
- Role-based access controls within team accounts
- Automatic webhook disabling after consecutive delivery failures
5. Data Retention
We retain your account data for as long as your account is active. Client and loan data you enter is retained until you delete it or close your account. Sync logs and activity records are retained for 90 days. You may request deletion of your data at any time by contacting us.
6. Your Rights
Depending on your jurisdiction, you may have the right to:
- Access the personal data we hold about you
- Request correction of inaccurate data
- Request deletion of your data
- Export your data in a portable format
- Opt out of non-essential communications
7. Cookies
Benji uses essential cookies for authentication and session management. We use analytics cookies to understand how the platform is used. You can control cookie preferences through your browser settings.
8. Third-Party Services
Our platform may contain links to or integrations with third-party services (e.g., Arive LOS, Zapier). These services have their own privacy policies, and we encourage you to review them. We are not responsible for the privacy practices of third-party services.
9. Children's Privacy
Benji is not intended for use by individuals under 18 years of age. We do not knowingly collect personal information from children.
10. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on this page and updating the "Last updated" date. Your continued use of the Service after changes constitutes acceptance of the updated policy.
11. Contact Us
If you have questions about this Privacy Policy or our data practices, contact us at: